Worksite Retirement Savings Plan
Sponsored by Worksite, Llc · EIN 464089747 · Plan #333
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 3,070
- With balances
- 720
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $101,695 |
| Liberty Run Benefits, Llc | Investment advisory (participants), Investment management fees (direct) | $51,548 |
| Bks Financial Investments Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $23,794 |
| Charles Schwab Bank | Custodial (securities), Securities brokerage, Participant loan processing | $5,442 |